Jyothy Labs Limited — Investor Meet, 15-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Jyothy Labs reported Q2 revenue of Rs. 736 crore (0.4% value, 2.8% volume growth) and H1 revenue of Rs. 1,487 crore. Q2 EBITDA margin was 16.1%, with PAT at Rs. 88 crore. Management noted September's GST revision for personal care disrupted Q2, but early Q3 demand is positive. H2 is expected to strengthen, aiming for double-digit volume growth by FY26 end. Fabric Care and Dish Wash segments showed good momentum, while Household Insecticides focuses on profitability in 4-6 quarters. The company, with Rs. 801 crore cash, is actively exploring M&A, expressing cautious optimism for demand improvement and commodity price stability.